STRONG WEALTH ADVISORS, LLC

Overview

Strong Wealth Advisors, LLC is organized as a limited liability company that identifies as a capital allocator and provides a range of advisory services across client types. The firm reports offering financial planning and portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for businesses or institutions. It also provides manager selection services—contracting or recommending third-party advisers on behalf of clients. The firm’s ownership is recorded as a mix of a domestic entity and an individual. Fee arrangements include asset-based fees as well as hourly, fixed-fee, and performance-based charging options. The record indicates the firm does not characterize itself as an active ESG investor. Registration year with the SEC is not specified.

Assets & Accounts

Investments & Alternatives

Location & Offices